About

Today’s investor is confronted with more information about investing than they can possibly digest. Whether they want the information or not, it’s being channeled to them 24 hours a day via mail, email, internet, magazines, TV, etc. What information is useful? What information is trustworthy? What should I invest my money in? Will I have enough money to retire? All great questions and for that reason, amid this overwhelming investment climate, we believe the need for experienced, objective financial guidance has never been greater.

We are a locally owned office of LPL Financial, providing personalized financial advice to individual investors, small business owners, corporations, and trust accounts. As an independent firm, we have the freedom to choose strategies specific for each individual client’s needs, no quotas, no "cookie cutter" approach, and no proprietary products. We strive to exceed our clients’ expectations through prompt personal service, and offering only products and services that are backed by the highest level of integrity, expertise, and reliability. Our clients have the assurance of knowing their financial future is being managed by a firm and an advisor that understands their goals and needs.